Method:CRM to ClickHouse Integration
AI-first ETL from Method:CRM into ClickHouse. Governed entities, incremental sync, typed landing tables.
How Datrise loads Method:CRM into ClickHouse
Datrise syncs Method:CRM's contacts, opportunities, estimates, invoices, activities, and customers into ClickHouse as a MergeTree table per source entity. Flexible or custom fields land in JSON or Map columns, and timestamps such as created, updated, and status changes are typed as DateTime64.
Sync is incremental: Datrise uses inserts into a ReplacingMergeTree keyed on stable id, so the latest version wins on merge, so re-runs update only what changed. Partition by month and order by (entity id, updated-at) for fast range scans. ClickHouse deduplicates asynchronously on merge, so Datrise uses ReplacingMergeTree and FINAL-safe queries rather than assuming immediate upserts.
Ideal for high-volume event analytics that need sub-second aggregation.
Endpoints
Method:CRM: CRM that syncs two-way with QuickBooks records.
ClickHouse: Columnar OLAP engine for fast aggregations.
How Method:CRM entities map to ClickHouse
| Method:CRM entity | ClickHouse object | Notes |
|---|---|---|
| contacts | method_crm_contacts | id PK · custom fields → JSON or Map columns |
| opportunities | method_crm_opportunities | id PK · linked to method_crm_contacts |
| estimates | method_crm_estimates | id PK · linked to method_crm_contacts |
| invoices | method_crm_invoices | id PK · linked to method_crm_contacts |
FAQ
How does Datrise handle Method:CRM's custom fields in ClickHouse?
Flexible values are stored as JSON or Map columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native ClickHouse types.
How does the Method:CRM to ClickHouse sync stay up to date?
It runs incrementally — Datrise uses inserts into a ReplacingMergeTree keyed on stable id, so the latest version wins on merge.
Related pipelines
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